LOMA Canada Virtual Insurance Immersion, March 2021
Effective Instructor-Led Insurance Training
March 22, 2021 March 25, 2021
Virtual Classroom
Need to get up to speed on the business of life insurance — quickly, effectively and conveniently at your own location?
Virtual Insurance Immersion is a training program that's ideal for business professionals from all job levels and functional areas who seek to broaden their knowledge of the life insurance and wealth business in Canada.
Over 3-½ days, participants will receive intensive instruction by highly respected industry experts and get to engage in interactive group discussions and activities. Delivered in a virtual classroom, the program covers these topics:
- Canadian life insurance industry, structure and changing landscape
- Life insurance and wealth products, pricing, distribution and sales
- Company operations — new business, underwriting, customer service and claims
- Regulation and compliance
- Finance and risk management
Don’t miss this opportunity to get more comprehensive knowledge — register today!
Schedule
- 7 consecutive sessions over 3 ½ days
- March 22 – 24: 9:30 am – 12:30 pm and 1:30 – 4:30 pm
- March 25: 9:30 am – 12:30 pm
Register by February 19, 2021
LIMRA/LOMA members: CD$1,100 + HST
Non-members: CD$1,650 + HST
Register after February 19, 2021
LIMRA/LOMA members: CD$1,430 + HST
Non-members: CD$2,145 + HST
Refund Policy
All cancellations and refund requests must be received in writing. These requests carry a CD$125.00 administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.
Preliminary agenda—exact schedule subject to change.
Day 1, Module 1
- Welcome, Introductions and The Virtual Insurance Immersion Experience
- Industry Overview
Day 1, Module 2
- Risk Products Overview
- Term Insurance
- Whole Life Insurance
Day 1, Module 3
- Universal Life Insurance
- Supplemental Benefits
- Living Benefits Products
- Pricing and Profitability
Day 2, Module 4
- Wealth Products
- Distribution Channels
Day 2, Module 5
- Sales and Service
- Customer Service
Day 2, Module 6
- Regulation and Compliance
Day 3, Module 7
- Financial Operations: Solvency and Profitability, Reinsurance, Cash Flows
- Financial Statements
- Accounting Standards
- Regulatory Oversight
- Assuris
Day 3, Module 8
- Company Operations
- Underwriting
- Claims
Day 4, Module 9
Day 4, Module 10
- The Changing Insurance Landscape: Disruptors, Consumer Expectations, COVID-19 Impact
- General Discussion and Wrap-up
Virtual Immersion for Your Company
LOMA is proud to offer live, facilitated industry training directly to your group — wherever they’re working. We can conduct Virtual Insurance Immersion sessions exclusively for your employees,
on dates that you select. Simplify your onboarding process with this proven and time-tested program.
Download our flyer for more information.
Upcoming Sessions